Werner Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$127,635,012
Clients
472
Advisors
2
of 5 employees
About
Werner Financial provides discretionary and non-discretionary asset management, one-time and ongoing financial planning, and bookkeeping services to individuals (including high-net-worth clients), trusts, estates, corporations and business entities. The firm also advises ERISA-qualified retirement plans and lists other investment-adviser or institutional-type clients among its client types, in addition to offering services commonly found at similar firms such as portfolio management for individuals.
The firm tailors portfolios and plans to each client’s stated goals, time horizon and risk tolerance using fundamental and technical analysis, documented investment policy statements, and regular monitoring and rebalancing. For retirement plans it can act as either a limited-scope ERISA 3(21) adviser or as a discretionary ERISA 3(38) investment manager, with periodic reporting and IPS-driven oversight.
Distinctive features noted in the brochure include that an owner is also a licensed insurance agent who spends approximately 10% of his time on insurance activities and may receive commission compensation (a disclosed conflict of interest), and that the firm offers monthly bookkeeping for business owners via QuickBooks Online. The brochure also notes operational practices that differ from some peers — the firm recommends Charles Schwab as custodian, may receive research or other benefits tied to client transactions, and does not vote client proxies, leaving proxy voting to clients.
Client services
Expertise
Occupation focus
Fee options
Bookkeeping services fee ranges from $450 - $1,000 based on complexity and workload.
$0 - $25,000: 1.50% $25,001 - $100,000: 1.35% $100,001 - $250,000: 1.20% $250,001 - $750,000: 1.10% $750,001 - $2,000,000: 1.00% $2,000,001+: Negotiable
Financial planning hourly fee of $500.
Account minimum: $250,000 Fee-only: Flat fee of $1,000 - $30,000 per year for ongoing financial consulting services.
Main office
4022 E Southport Road
Indianapolis IN 46237
Advisors at this office
2
Most active in
Florida · Illinois · Indiana · New Hampshire · Tennessee · Texas
Also doing business as
Jcm Strategic Wealth Partners LLC · Werner Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jason W
Series 63, Series 65
Indianapolis, IN
Werner Financial
Jason Werner is a financial advisor at Werner Financial in Indianapolis, IN, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Parkland Securities, LLC. Outside of his advisory role, he owns BEAST Performance, an athletic training company focused on speed and agility for young athletes. Werner Financial provides discretionary and non-discretionary asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and ERISA-qualified retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing fundamental and technical analysis alongside documented investment policy statements and regular monitoring.
Curtis R
Series 63, Series 65
Indianapolis, IN
Werner Financial
Curtis Reeser is a financial advisor with Werner Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. for about a decade. In addition to his advisory role, he is a licensed insurance agent spending part of his time on insurance activities. Werner Financial offers discretionary and non-discretionary asset management, financial planning, and bookkeeping services to individuals, trusts, business entities, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, provides ERISA retirement plan advisory services, and offers monthly bookkeeping for business owners.
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